Helios Technologies, Inc.
HLIO · Price history
Price at last available close
$67.65
−$0.90 (-1.31%) 1M
2026-10-28
Tap or drag sideways to inspect a price. Use two fingers to compare automatically. Release to scroll. Use Shift + arrow keys to compare with a keyboard.
Company & revenue
About Helios Technologies, Inc.
Primary reporting period: 2026-01-03 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Helios Technologies, Inc. is a global enterprise that designs, produces, and sells solutions for the hydraulics and electronics industries, with operations extending across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. The company operates through two primary divisions. Its Hydraulics segment provides cartridge valve technologies for regulating fluid flow and pressure in both industrial and mobile environments, offers quick-release couplings for agricultural, construction, and industrial uses, and delivers hydraulic system design expertise for machine operators, manufacturers, and designers.
How they make money
Helios Technologies operates as a global industrial manufacturer that generates revenue by designing and selling highly engineered motion control and electronic controls technology. The company utilizes its Helios Business System to drive operational efficiency and growth across its two primary segments, serving diverse end markets including construction, agriculture, energy, and marine through a global distribution network.
Products & services
The company provides motion control technology (MCT) and fluid conveyance technology (FCT) for hydraulic systems, alongside fully-tailored electronic display and control solutions for engines, specialty vehicles, and spa equipment.
Brands & revenue mix
Core brand within the Hydraulics segment.
Separate brand revenue is not available in this research.Source
Core brand within the Electronics segment.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Geographic revenue
Period ended 2026-01-03Source
Period ended 2026-01-03Source
Period ended 2026-01-03Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Customer types
Customer concentration
The company does not report any single customer accounting for 10% or more of its total consolidated net sales for the fiscal year ended January 3, 2026.
Suppliers, materials & equipment
- Raw material and component suppliers — The company relies on various third-party suppliers for raw materials and components used in its manufacturing processes; specific supplier names are not disclosed.Source
Strengths
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
33
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
56
Fair
Financial Strength
43
Business Quality / Moat
59
Management
85
Growth Quality
38
Risk / Durability
62
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
37
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
46/100
Building Historical Record
Model Score 46/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
- •Recent buyback activity is present
- •M&A headline · Sep 9, 2026
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
- •Debt / balance-sheet profile needs attention
- •Asset quality is a weaker factor
Company-specific research
Questions worth answering for HLIO
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can HLIO maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is HLIO's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •How is HLIO likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
- •What future growth or profitability would be needed to justify HLIO's current valuation?
Essential Investment Snapshot
Wall Street Score
33
Opportunity Score
37
Market Cap
$2.23B
P/E Ratio
31.4
EPS
$2.16
52-Week High
$95.05
52-Week Low
$47.01
Beta
1.26
Intrinsic Value
$18.36
Analyst Target
$95.00
Shares Outstanding
33.3M
Total Revenue
$891.3M
Total Debt
$15.0M
Dividend Yield (TTM)
0.67%
Liquidation Value / Share
$28.48
Dividend / Share (TTM)
$0.45
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Weakening momentum
Low movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for HLIO
Detected from reported data — verify before acting.Dividend history reported
Dividend payments are recorded. Review the dates and regular/special classification below; past payments do not guarantee future dividends.
Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
M&A headline · Sep 9, 2026
Helios Technologies' Enovation Controls Acquires Assets of Radio Sound, Expanding Electronics Offerings and Securing Multi-Year Contract with Indian Motorcycle — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
Business WireCommunity Sentiment
0 active · 0 total callsNo personal call yet on HLIO.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Helios Business System (HBS) operational framework.
- +Diversified global end-market presence.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Industrial - Machinery industry.
- −Dependence on third-party suppliers and raw material availability.
- −Risks associated with international operations and foreign exchange fluctuations.
- −Integration risks related to past and future acquisitions.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
4 historical score records availablePrevious Score
33
Sep 28, 2026
Change
+0.1
points
Current Score
33
Oct 1, 2026
Category Changes
HLIO increased 0.1 points because overall fundamentals improved.
Projected Score
Projected Score
41
Projected Change
+7.6 points
Preliminary comparable-period financial changes suggest improvement of approximately 7.6 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
OvervaluedCurrent Price
$67.65
Model Intrinsic Value
$18.36
Difference
+$49.29
+268.5% vs IV
Margin of Safety
-268.5%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2026 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $891.3M | $839.0M | $805.9M | $835.6M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $600.0M | $567.8M | $553.6M | $573.9M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $291.3M | $271.2M | $252.3M | $261.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $5.1M | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $113.1M | $147.6M | $139.0M | $148.9M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $201.9M | $205.2M | $170.5M | $181.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $170.2M | $147.3M | $148.1M | $144.2M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $89.3M | $66.0M | $81.8M | $79.9M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $17.3M | $21.9M | $33.8M | $31.2M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $91.7M | $62.4M | $50.5M | $49.2M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $20.3M | $14.0M | $11.5M | $11.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $71.4M | $48.4M | $39.0M | $37.5M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $2.16 | $1.46 | $1.17 | $1.14 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 33.00M | 33.20M | 33.20M | 32.90M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 33.20M | 33.30M | 33.30M | 33.00M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$231.9M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$0.66
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-96.7%
Cash Change
+28.3%
Margin Change
+4.1 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Cash position grew
- Debt reduced
Potential Score Impact
Positive indicators included revenue growth, EPS growth, cash levels, debt levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 9.1%. EPS increased 94.1%. Cash increased 28.3%. Total debt declined 96.7%. Net income margin improved by 4.1 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
Smart Money
Number of Gurus
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Log in to view dividend history.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
4 historical recordsHistorical Score Chart
3 of 4 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
Related Companies
Industrial - MachineryNews
Galaxy Digital: Its Biggest Growth Opportunity Is Still Waiting For A Tenant
Helios Technologies Schedules Third Quarter 2026 Financial Results Release and Conference Call
Fortune Media and Great Place To Work Name Helios Technologies' Operating Company, Enovation Controls, to 2026 Best Workplaces in Manufacturing & Production List for Sixth Time
Quantinuum Stock Climbs as Helios Hits 99.9995% Logical Fidelity, Nearing 2029 Target
Rumor Mill · HLIO
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
Related Stock Research
Continue researching this company with related Wall Street Score rankings and investing guides.
Score Alerts
Premium unlocks alerts when a score rises, falls, or reaches your target price.
Start 7-Day Free TrialPortfolio Score
Premium unlocks portfolio scoring, strongest and weakest holdings, and overall margin of safety.
Start 7-Day Free Trial